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Exporting Data

Konvert™ allows you to organize your Users, Accounts and Groups list in a way that works best for you. Once your list has been organized the way you like it, you can share the list by copy pasting the URL, which customizes to your list preferences, or export and download as a CSV file.

Filters

Use filters to sort accounts or groups from the list. For instance, if you only want to see users in your Sales – East Coast account, select “Sales – East Coast” from the Accounts dropdown menu. Do the same for Groups. You can filter by Groups and Accounts at the same time.
Filters are only available in the Users list.  

Editing the List

Columns can be added or removed based on your preferences. Click the gray Edit Columns button at the top left of the Users list. Choose which fields you would like to be present in the list by typing the term and/or selecting from the dropdown menu of options. Click the x on a field to remove it from the list.

 

Exporting the List

To export your list, click the gray Export to CSV button at the top, right corner of the table. Konvert will generate a CSV file. When it is complete, a green Download File button will appear in place of the gray one. Click Download File.